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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,289 | $82,674-94.8% | $125,381-96.6% | $68,486-93.7% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -20.56% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $822 | $3,382-75.7% | $4,815-82.9% | $2,597-68.4% |
| Participant deferral / active EE | $2,230 | $6,111-63.5% | $7,448-70.1% | $4,028-44.6% |
| Admin fee / account holder | $986 | $6,277-84.3% | $10,007-90.1% | $5,404-81.8% |